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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle shares are under heavy pressure following a mixed reaction to strong earnings, as investors sour on the company's significant debt and equity raise intended to fund an aggressive AI infrastructure buildout. While analysts reiterate buy ratings due to a massive, growing backlog, the community is debating whether this capital-intensive strategy is a visionary move or an unsustainable drain on shareholders.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme investor frustration driven by a series of high-profile executive departures and a persistent, multi-month slide toward multi-year lows. While some in the community see a deep-value opportunity based on the company's cash-rich balance sheet and recent board-level appointments, many remain skeptical of management's ability to stabilize the stock without a significant, concrete growth catalyst.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing significant volatility as investors remain split on whether its current valuation represents a generational buying opportunity or a value trap amid intense fears of AI disruption to its creative software business. While some market participants are aggressively accumulating shares, citing strong free cash flow and potential upside from its Firefly AI integration, others continue to short the stock, expressing frustration over leadership uncertainty and lackluster price action leading into upcoming earnings.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently facing intense selling pressure fueled by widespread investor anxiety over the company's massive capital expenditure plans for AI and persistent rumors of potential share dilution. While community sentiment is deeply polarized between those calling for a leadership change due to spending concerns and value-oriented investors who view current price levels as a rare buying opportunity for a dominant ad business, the stock remains volatile as it navigates significant regulatory scrutiny and market-wide tech sector rotation.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is facing intense scrutiny and volatility as investors grow frustrated with management's silence and the lack of a clear turnaround despite solid earnings, while the stock remains trapped in a narrow, manipulated trading range. The community is actively debating the impact of competitive gene therapy data from rivals and questioning if a long-awaited buyout or a shift in leadership is necessary to break the stock's persistent downward momentum.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is trending as the platform secures a distribution deal with NBCUniversal, restoring key networks and Telemundo just ahead of the FIFA World Cup. While bullish community members point to this as a major catalyst to spark a short squeeze and drive subscriber growth, bears remain focused on the company's long-term business model and past reverse-split performance.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is experiencing intense volatility and heavy trading volume as investors react to a significant equity offering intended to finance a massive backlog of new AI server orders. The community remains deeply divided, with bulls pointing to the company's aggressive growth and high-demand product pipeline, while bears focus on dilution concerns, ongoing regulatory investigations, and skepticism regarding management's transparency.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is surging following a strong quarterly earnings report that highlighted significant revenue growth, improved margins, and reaffirmed guidance, fueling community optimism about its role as a key supplier for the aerospace and defense sectors, particularly SpaceX. Investors are actively discussing the stock's potential for a short squeeze given its high short interest and are closely monitoring institutional accumulation and the ongoing momentum within the space-tech narrative.

SpaceX

The upcoming SpaceX IPO is driving significant market volatility as investors rotate out of high-growth tech and semiconductor holdings to secure liquidity for the record-breaking offering. The community is sharply divided, with intense debate centering on the company's massive valuation and speculative AI revenue projections versus concerns regarding long-term profitability and the risk of the stock serving as retail exit liquidity.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently generating significant market attention following a double upgrade from Bank of America, which cited potential growth in CPU demand and foundry visibility. While the community is actively debating the stock's long-term upside versus the risk of artificial price manipulation, discussions are heavily centered on the company's evolving role in the broader AI infrastructure landscape.

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Bought some $SVU Jan 2014 $5 calls today at $1.95. Overweighted position now. Cash flow to sustain repositioning, shorts are overreaching

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SUPERVALU Inc.

 Jan 2014 $5 calls today at $1.95. Overweighted position now. Cash flow to sustain repositioning, shorts are overreaching